SWA
Strategies Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-910
| Closed | -$206K | – | 183 |
|
|
2024
Q4 | $206K | Buy |
+910
| New | +$206K | 0.03% | 121 |
|
|
2024
Q3 | – | Sell |
-1,116
| Closed | -$204K | – | 99 |
|
|
2024
Q2 | $204K | Sell |
1,116
-93
| -8% | -$17K | 0.03% | 89 |
|
|
2024
Q1 | $222K | Buy |
1,209
+22
| +2% | +$4.05K | 0.03% | 88 |
|
|
2023
Q4 | $212K | Buy |
+1,187
| New | +$212K | 0.04% | 80 |
|
|
2022
Q2 | $201K | Sell |
1,459
-362
| -20% | -$49.8K | 0.06% | 79 |
|
|
2022
Q1 | $337K | Buy |
+1,821
| New | +$337K | 0.09% | 68 |
|